Discover with Silvia Di Silvio, Senior Cross-Asset Strategist and Monica Defend, Head of the Amundi Investment Institute the view for December 2025
We see four key themes driving markets in the weeks to come:
- Stay agile on duration to potentially benefit from ECB and Fed rate cuts
- Think globally in equities, beyond the tech sector
- Favour potential quality in credit
- Focus on diversification* with gold and real assets
